How to create a portfolio with shares

Fredy's Avatar

Fredy

27 Jan, 2020 04:18 PM

Hello
i want to create a portfolio with securities (Share stock market) but really i dont know how.

  1. 1 Posted by -Kevin N. on 27 Jan, 2020 04:44 PM

    -Kevin N.'s Avatar

    Hi Fredy,

    Start by looking through the following Moneydance KB articles:
    https://infinitekind.tenderapp.com/kb/investment-accounts

    Keep in mind that you should create only 1 instance of any given security. If that security is held in more than 1 investment account, the 1 instance can be added to the other investment account(s).

    -Kevin N. (not a member of MD support)

  2. 2 Posted by Fredy Walser on 28 Jan, 2020 08:02 AM

    Fredy Walser's Avatar

    Thank you for the quick answer.
    I have now in my portfolio different shares from the swiss stock market and i gave in the original price i paid.
    Now i’am trying to update prices but it dont work.
    i received the Set Api Key but still i does not work.
    Thank you for the help
    Fredy Walser

    -- 
    Fredy Walser

    Am 27. Januar 2020 um 17:44:48, -Kevin N. ([email blocked]) schrieb:

  3. 3 Posted by derekkent23 on 28 Jan, 2020 08:12 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Fredy,

    Can you post some say 4 examples of your security ticker along with the security name and i will check if they are supported.

    Hope this helps

  4. 4 Posted by wazi1 on 28 Jan, 2020 06:15 PM

    wazi1's Avatar

    Hello

    Thank you for your help. Now all is working .
    Kind regards
    Fredy

    ------ Originalnachricht ------
    Von: "derekkent23" <[email blocked]>
    An: [email blocked]
    Gesendet: 28.01.2020 09:12:57
    Betreff: Re: How to create a portfolio with shares [Investments #4897]

  5. 5 Posted by derekkent23 on 28 Jan, 2020 07:17 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Fredy,

    Glad you got it sorted.

    Have Fun.

  6. System closed this discussion on 28 Apr, 2020 07:20 PM.

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